Dallas Salazar
IPOs, contrarian, long/short equity, long-term horizon

Phibro Animal Health Should Continue To Provide Exciting Returns With Its Boring Business

When I think of set-and-forget opportunities I often times like the opportunity to come with a boring business. I don't want the business of my set-and-forget to excite people or to fluctuate greatly based on one variable or the other, I simply want it to exist as a normal part of reality - something that is accepted as a certainty.

There's nothing too exciting about the business of providing health and mineral nutrition products to poultry, swine, beef and dairy cattle, and other aquaculture markets but the business of doing this sure is profitable and it sure is consistent. That's exactly what had me bulled-up at the Phibro Animal Health Corporation (NASDAQ:PAHC) IPO and shortly after when I...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
WITH SEEKING ALPHA PRO, INVESTORS CAN ALSO:
  • Access Top Ideas, chosen by Seeking Alpha’s editors
  • Filter long and short ideas by market cap and sector
  • Get Coverage of over 5,000 stocks, many of which have little or no coverage elsewhere
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO." Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else." Patrick Rice, Mainstay Capital Management
100% Satisfaction Guaranteed
Money back guarantee. Seeking Alpha PRO members receive a no-questions-asked refund for membership on months paid and not used. Details